Purchases and Sales Made in Q3 2024 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q3 2024. The information is specifically focused on institutions that hold shares of CAMBRIA SHAREHOLDER YLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.35K+ 112.8% |
$223K - $244K
|
6.32K
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.21KNew |
$214K - $233K
|
3.21K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.2K+ 39.91% |
$213K - $233K
|
11.2K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.16K+ 17.12% |
$211K - $230K
|
21.6K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.16K+ 3.67% |
$211K - $230K
|
89.3K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.8KNew |
$187K - $204K
|
2.8K
$193K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.79KNew |
$186K - $203K
|
2.79K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.68K+ 42.55% |
$178K - $195K
|
8.97K
$618K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.62K+ 12.73% |
$175K - $191K
|
23.2K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.36K+ 20.53% |
$157K - $172K
|
13.8K
$954K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.36K+ 40.56% |
$157K - $172K
|
8.17K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32K+ 19.05% |
$155K - $169K
|
14.5K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.29K+ 10.94% |
$153K - $167K
|
23.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.2K+ 1371.88% |
$146K - $160K
|
2.36K
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.18K+ 3.19% |
$146K - $159K
|
70.5K
$4.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.86K+ 3.05% |
$124K - $135K
|
62.7K
$4.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.56K+ 10.4% |
$104K - $113K
|
16.5K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.5KNew |
$100K - $109K
|
1.5K
$103K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.32K+ 19.73% |
$88.1K - $96.2K
|
8.02K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.26K+ 7.71% |
$84.2K - $91.9K
|
17.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.25K+ 9.43% |
$83.4K - $91K
|
14.5K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.2K+ 1.73% |
$79.9K - $87.3K
|
70.5K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.19K+ 36.8% |
$79.2K - $86.5K
|
4.42K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.15K+ 22.85% |
$76.7K - $83.7K
|
6.18K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
712+ 5.23% |
$47.5K - $51.8K
|
14.3K
$988K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
661+ 7.48% |
$44.1K - $48.1K
|
9.5K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
653New |
$43.5K - $47.5K
|
653
$45K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
626+ 1.44% |
$41.7K - $45.6K
|
44K
$3.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
610+ 4.21% |
$40.7K - $44.4K
|
15.1K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
585+ 2.78% |
$39K - $42.6K
|
21.6K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
550+ 14.36% |
$36.7K - $40K
|
4.38K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
523+ 5.35% |
$34.9K - $38.1K
|
10.3K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
459+ 6.19% |
$30.6K - $33.4K
|
7.87K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
405+ 1.11% |
$27K - $29.5K
|
36.8K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
329+ 4.7% |
$21.9K - $24K
|
7.33K
$505K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
212New |
$14.1K - $15.4K
|
212
$14.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200+ 4.55% |
$13.3K - $14.6K
|
4.6K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
162+ 0.61% |
$10.8K - $11.8K
|
26.9K
$1.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
147+ 1.23% |
$9.8K - $10.7K
|
12.1K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
134+ 1.58% |
$8.94K - $9.76K
|
8.61K
$594K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
130New |
$8.67K - $9.47K
|
130
$8.97K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
120New |
$8K - $8.74K
|
120
$8.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
57+ 1.45% |
$3.8K - $4.15K
|
3.99K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$3.33K - $3.64K
|
50
$3.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
50+ 0.92% |
$3.33K - $3.64K
|
5.48K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
42+ 0.23% |
$2.8K - $3.06K
|
18.6K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
41+ 1.22% |
$2.73K - $2.99K
|
3.39K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
30+ 0.91% |
$2K - $2.18K
|
3.34K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11+ 0.19% |
$733 - $801
|
5.7K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.94% |
$200 - $218
|
322
$22.2K
|